GLM 5.2 and the coming AI margin collapse (part 1)

126 · Martin Alderson · July 6, 2026, 8:34 p.m.
Summary
This blog post discusses GLM 5.2, an open weights model that competes with Opus and GPT in the field of agentic work, highlighting its affordability at 15-20% of the price of competitors. The article suggests that AI inference margins are likely to collapse, presenting a significant shift in the market landscape.